JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Professional service and job solutions Presented by Service Manager

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Agenda Background Core design concepts Markets and customers Product features Decision support Questions & answers

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Background Technisoft founded 20 years ago Highly focused and qualified R&D team “Best” development practices applied Recognized ACCPAC Development partner Worldwide distribution & support structure

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Core design concepts Specialist service and job solutions Seamless integration into ACCPAC Simplicity and speed of use Comprehensive range of features Powerful decision support Keep abreast of technology creep New technology (eg. wireless and web)

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Markets and customers Service Manager spans markets –Consumer electronics –White goods –Jobbing (eg. Engineering operations) –Heating and cooling –Pumps, motors and other equipment –Facilities management –Service and maintenance contracts ……

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Some of the users include Markets and customers

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Product features Integration to ACCPAC modules General Ledger Purchase OrdersAccounts Payable Accounts Receivable Inventory Control Service Manager Order Entry Serialized Inventory eTransactCRM

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Major functions include Product features JobsEquipmentAgreements Return Authorizations FaultsQuery Tools Online Solutions Employees

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Jobs Product features

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Jobs Job types include –Current jobs (sales can be invoiced) –Recurring jobs –Historic jobs Job status and priority levels Multi-level structure (includes Projects) Provides complete financial information –Estimate, Actual and variance –Work in progress

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Job Tree – Document Entry

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Jobs can be easily created from –Quotations –Templates –Other jobs Transactions include –Labor allocation –Inventory issues –Purchase requisitions –Sub-contractors –Standard charges –Burden and overhead allocation Jobs

EmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Powerful notation function Custom fields Monitor Event manager Jobs

EmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Jobs Print various forms and reports –Job cards –Picking slips –Invoices and credit notes –Quotations and customer confirmations –Job detail reports –User defined Use Crystal Reports, Insight and other tools

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Job Manager

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Time Entry

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Product features Employees

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Employees Track employees & related information –Loading % –Cost and billing rates –Skills recorded –Linked to a work-group/s –Commissions tracked –Work history retained –Performance reporting –Billable and non billable time

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Employees Time processing –Time recorder –Direct time entry –Timesheet matrix option –Remote processing –Time manager Resource viewer

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Product features Equipment

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Equipment Track equipment & related information Models Equipment Meters Maintenance schedules Faults, agreements and jobs Management information

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Equipment Models –Manufacturer –Inventory relationship –Custom fields –Maintenance tracking –Meter tracking –Components –Accessories

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Equipment –Inherits from model –Serial number –In service date –Warranty –Meter tracking –Maintenance tracking –Custom fields –Components –Full history for life

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Equipment Meters –Multiple meters per equipment –User defined quantity type –Last and current readings –Usage reading –Linked to planned maintenance –Reading schedules automated –Full history of meters

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Equipment Maintenance schedules –Multiple schedules per equipment –Based on metered conditions –Based on general conditions –Mandatory or optional –Create job or invoice –Automated activation –Uses templates –Checklists on jobs –Instructions on jobs

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Equipment Management information –Full equipment history for useful life including Costs and revenue Jobs Meters Maintenance Replacements

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Product features Agreements

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Agreements Agreement types include –Meter agreements –Warranty agreements –Site agreements Multiple agreements per customer Multiple sites per agreement Multiple equipment per site Covers labor, parts, contractors and other Integral to Job Manager and Equipment Manager

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Agreements Common agreement functions –Agreement status –Period of cover –Review date –Cover % (labor, items …) –Warnings (% of revenue) –Points allocation/usage –Notations –User defined fields

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Agreements Common agreement functions –Revenue to date –Costs to date –Agreement profitability –Full history –Detailed transactions –Jobs allocated automatically –User defined reports

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Agreements Meter agreements –Equipment based –Periodic invoices –Based on meter readings –Invoice usage and parts/labor –User defined formulae –Multiple meters can used –Automated meter readings

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Agreements Warranty agreements –Supplier based –Choose by model or equipment –Automated claim management –Claims created from jobs –Claim on cover or cost values –Claim all parts, labor and other

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Agreements Site agreements –Customer based –Include equipment by site –Recurring charges –Anniversary or schedule –Multiple billing lines –Revenue amortization –Automated invoicing

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Product features Return Authorizations

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Return Authorizations Manage return authorizations –Customer RAs –Vendor RAs –User defined status –Multiple equipment per RA –Job or non job based –Print custom forms –History tracked

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Return Authorizations Track the process –From customer Expected Received Returned –To vendor Expected Received Returned

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Product features Faults

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Faults Knowledge accumulation Quick access to information Linked to models Easy fault search Updated from jobs Records –Problems –Symptoms –Solutions

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Faults Solutions linked to –Documents, objects, URLs etc. –Billing templates for jobs –Skills required for repair –Degree of difficulty –Custom fields –Notations Full history User defined reporting

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Decision Support Reporting and query tools Industry standard User defined Open database Complex and simple Combine many sources ODBC compliant MS Office

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Mobile PDA Solutions…

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Online Solutions Sample Engineer/Technician handset displaying how easy it is to update a job. Adding services or items to jobs Adding notations to jobs Changing job status Changing job priority or advising response time Invoicing the job Quoting Next page………………….

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Online Live Services More features for online services Checking the Fault Analyzer for symptoms, Faults or solutions Looking up customer history or credit status Looking up equipment history Checking equipment custom fields Revising equipment serial numbers Checking work schedules and task lists Listing your jobs for today Checking agreement information Taking meter readings and updating equipment records....

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile CRM Integration Seamless integration with CRM Following slides display screenshots from a CRM session

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Benefits A company with a track record Best of breed financials Investment is protected Comprehensive solution Provides growth Effective service, process and profit management

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Your Next Step… We have several ACCPAC Business Partners in your area, so if you would like us to recommend a Business Partner that can assist you with more information and perhaps a demonstration of Service Manager please contact us at For your information we also provide live Internet Demo's. These are conducted in liaise with your local ACCPAC Business Partner and can work through live workflow scenario's so that you can be confident Service Manager will do the job.

JobsEmployeesEquipmentAgreementsRMAsFaultsMainAgendaBackgroundCoreMarketsProductDecisionBenefitsBenefits CRM MobileCRMMobile Exceed your Expectations… Contact us:- Visit our website us at Call us on